+31.5%
ONTO vs Z
-59.5%
+91.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.4% | +13.5% | +10.9% |
| 7D | -14.0% | -4.6% | -9.5% | -13.7% |
| 30D | -43.1% | +8.3% | -51.4% | -42.4% |
| 3M | -35.5% | -11.6% | -23.9% | -35.3% |
| 6M | -41.1% | -33.6% | -7.4% | -36.1% |
| YTD | +9.8% | -56.7% | +66.5% | +27.5% |
| 1Y | +31.5% | -59.1% | +90.7% | +54.8% |
| All | +31.5% | -59.5% | +91.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Z wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling